Deborah Koch is a registered investment advisor at Osaic Wealth, INC., based in Omaha, NE, with 27 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
14301 Fnb Pkwy Ste 201, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deborah is a co-partner in JEML Properties LLC, a residential rental property ownership, dedicating minimal time. She is also an IAR for Kerins Hendrickson Wealth Management, spending nearly full-time on overall operations, advisor/client service, and staff management; and provides notary services to clients for custodial and home office paperwork.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Arbor Point Advisors
Securities America, INC.Broker
Northern Lights Distributors, LLCBroker
Cls Investments, LLC
Manarin Investment Counsel LTD
Manarin Securities CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Painewebber IncorporatedBroker
Invest Financial CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.